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Social Security and Medicare: Maximizing Retirement Benefits


(Check-In 12:30pm)

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Fairmont Hot Springs Resort

1500 Fairmont Rd
Fairmont, MT 59711

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4.00 Credits

Member Price $200.00

Non-Member Price $250.00


The rules for Social Security remain mostly stable yet clients continue to have difficulty understanding, asking you questions in relation to their overall retirement planning.

Join this webcast to learn some different ideas for when to collect Social Security based on an individual’s circumstance. You'll also gain insight about some of the nuances and intricacies of Social Security so you can give accurate and helpful advice.

You'll likely have seen ads about Medicare Advantage and all the various benefits it offers. In this webcast you'll find out about Medicare Advantage, how it differs from traditional Medicare, and more.


Social Security Planning
Medicare Planning
Retirement Planning


Basic knowledge of tax compliance and planning concepts

Designed For

Financial planners
Tax professionals
Other qualified professionals


  • Identify the best ideas for when to collect Social Security
  • Identify the nuances of Social Security planning
  • Determine how Social Security and Medicare planning fit into your client’s overall retirement plan



Non-Member Price $250.00

Member Price $200.00